Scott Credit Union Retirement & Investment Services

Save and invest with the trusted advisors at SCU. We’re with you, for every financial stage of life.

SCU Retirement & Investment Services
Investment services and retirement planning are offered in collaboration with LPL Financial LLC (LPL) to help members invest and save even more.

Whatever stage of life you’re in, and whatever you need help saving for, our Financial Advisor Anna Kamp can help. She’ll walk you through the many decisions you need to make to reach your financial goals and help you decide which investment and financial solutions are right for you, including:

  • Retirement Planning
  • 401(k) Planning
  • Wealth Management
  • Investment Planning
  • Estate Conversation
  • Insurance Planning
  • Education Funding
  • Business Planning
investments - SCU Retirement & Investment Services

With SCU Retirement & Investment Services, you will be working with a professional resource to help make sure your financial plans align with your goals. You have access to an experienced financial professional who cares about your future.

Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in-depth estate planning, for which Anna has undergone advanced training.

Come Meet with Anna Kamp
Anna has a 21-year history of developing valued, consultative relationships with credit union members, their family and their friends, and helping them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals. Working together with you, Anna can create a customized plan to help pursue three key financial goals:

  1. wealth accumulation during your working years,
  2. financial freedom and independence in your retirement, and
  3. the transfer of assets in an advantageous manner.

Anna is a Registered Representative of LPL Financial, and also holds an insurance license. Check the background of this investment professional, click here. Learn more about investing by exploring currently scheduled seminars and resources at the link below.

SCU anna kamp

Anna Kamp, CRPC, Financial Advisor
Phone: (618) 381-7164

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Scott Credit Union and SCU Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Retirement & Investment Services, and may also be employees of Scott Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Scott Credit Union or SCU Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

LPL disclaimer image

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Scott Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Scott Credit Union for these referrals. This creates an incentive for Scott Credit Union to make these referrals, resulting in a conflict of interest. Scott Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information. 391708-1

LPL QR Code

Use the button below to contact SCU Retirement & Investment Services and schedule a no-cost, no-obligation appointment to discuss your individual needs. Use the SCU Retirement Planning Calculator to determine how much income you’ll need to secure for your retirement.

Contact SCU Retirement & Investment Services
Contact SCU Retirement & Investment Services
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Which account is right for you?
Set up a time to meet with Anna and choose the SCU Retirement & Investment Services plan that best fit your needs. Whatever the future holds, SCU Retirement & Investment Services is with you to make sure you and your finances are prepared. Let’s talk about smart investing, secure retirement plans, and everything that lies ahead for you and your family. Also, check out our member resources and upcoming educational sessions by visiting our investment resources page.